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Disclosery

Integrated Wealth Concepts LLC: CW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Integrated Wealth Concepts LLC on CW, newest first. How the timeline and the estimate are built.

Integrated Wealth Concepts LLC held 3,810 CW shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,810 shares
    Change vs previous 13F -550 shares

    0.02% of the 13F portfolio, value $2,887,005.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 4,360 shares
    Change vs previous 13F +2,963 shares

    0.02% of the 13F portfolio, value $2,969,545.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,397 shares
    Change vs previous 13F -1,204 shares

    0.01% of the 13F portfolio, value $770,015.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,601 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $1,412,457.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,707 shares
    Change vs previous 13F +529 shares

    0.01% of the 13F portfolio, value $1,322,659.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,178 shares
    Change vs previous 13F +386 shares

    0.01% of the 13F portfolio, value $691,039.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,792 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $635,927.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,775 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $583,424.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).